KCS Wealth Advisory’s Sysco SYY Stock Holding History

KCS Wealth Advisory’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$324K	Buy	4,912 +1,397	+40%	+$100K	0.14%	112
2023 Q2	$261K	Buy	3,515 +215	+7%	+$15.9K	0.09%	134
2023 Q1	$255K	Sell	3,300 -48	-1%	-$3.68K	0.1%	133
2022 Q4	$256K	Sell	3,348 -16	-0.5%	-$1.29K	0.11%	134
2022 Q3	$238K	Buy	3,364 +16	+0.5%	+$1.33K	0.11%	133
2022 Q2	$284K	Hold	3,348	–	–	0.13%	131
2022 Q1	$273K	Hold	3,348	–	–	0.13%	136
2021 Q4	$263K	Hold	3,348	–	–	0.11%	146
2021 Q3	$263K	Hold	3,348	–	–	0.12%	133
2021 Q2	$260K	Sell	3,348 -53	-2%	-$4.28K	0.12%	135
2021 Q1	$268K	Buy	3,401 +53	+2%	+$4.11K	0.14%	130
2020 Q4	$249K	Hold	3,348	–	–	0.16%	129
2020 Q3	$208K	Buy	+3,348	New	+$195K	0.17%	133
2020 Q1	–	Sell	-3,348	Closed	-$286K	–	156
2019 Q4	$286K	Hold	3,348	–	–	0.21%	126
2019 Q3	$266K	Hold	3,348	–	–	0.18%	130
2019 Q2	$237K	Sell	3,348 -55	-2%	-$3.91K	0.19%	139
2019 Q1	$227K	Sell	3,403 -116	-3%	-$7.55K	0.2%	136
2018 Q4	$221K	Sell	3,519 -55	-2%	-$3.71K	0.23%	135
2018 Q3	$262K	Sell	3,574 -19	-0.5%	-$1.37K	0.24%	129
2018 Q2	$245K	Sell	3,593 -141	-4%	-$9.01K	0.23%	137
2018 Q1	$224K	Buy	3,734 +399	+12%	+$24.2K	0.2%	148
2017 Q4	$203K	Buy	+3,335	New	+$189K	0.2%	156

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCS Wealth Advisory's SYY Position: Q3 2023 in Review

KCS Wealth Advisory increased its Sysco (SYY) stake by 40% in Q3 2023, buying an estimated $100K and bringing the position to 4,912 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #112.

KCS Wealth Advisory first reported a position in SYY in Q4 2017 and has held it in 22 quarters since. 1,357 funds tracked by Wall St. Rank hold SYY as of Q3 2023.

KCS Wealth Advisory held 4,912 shares of Sysco worth $324K as of Q3 2023.
KCS Wealth Advisory bought 1,397 Sysco shares in Q3 2023, an estimated $100K.
Sysco made up 0.14% of KCS Wealth Advisory's portfolio in Q3 2023, its #112 holding.
KCS Wealth Advisory first reported a position in Sysco in Q4 2017 and has held it in 22 quarters since.
1,357 funds tracked by Wall St. Rank held Sysco as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.